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Keep in Mind These Lessons from the 2008 Financial Crisis

October 3rd was World Financial Planning Day, and we’ve recently marked the 10th anniversary of the financial crisis. As we reflect on the past ten years, now is the perfect time to re-evaluate your financial strategy and make sure you’re avoiding the personal finance mistakes made a decade ago

Follow this check-list of best practices, inspired by the events of the crisis and developed by CFP®professionals, to keep yourself on track:

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What's the Biggest Determinant of Financial Success?

Just today, I read an article in the Wall Street Journal that reminded me of our speaker at last week’s lunch and learn, Dr. Howard. Today’s article is called“A Better Way to Think about Portfolio Rebalancing," by Meir Statman.

Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky, says Mr. Statman, than a money market (or similar “low risk” investment) when you cannot provide enough money to satisfy your wants, needs or goals? Mr. Statman divides it into “not wanting to be poor” and “wanting to be rich.”

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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